Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$124K Hold
2025
Q2
$112K Sell
2025
Q1
$110K Hold
2024
Q4
$157K Buy
2023
Q4
Sell
2023
Q3
$182K Hold
2023
Q2
$184K Hold
2023
Q1
$177K Sell
2022
Q4
$318K Sell
2022
Q3
$245K Sell
2022
Q2
$325K Buy
2022
Q1
$153K Buy
2021
Q4
Sell
2021
Q3
$174K Sell
2021
Q2
$190K Buy
2021
Q1
$183K Buy
2020
Q4
$232K Buy